2017 CFA INSTITUTE SOCIETY LEADERSHIP CONFERENCE

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Myles Malone
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EVENT OVERVIEW Each year, CFA Institute member society leaders in the EMEA, Americas, and Asia-Pacific regions come together with CFA Institute staff to network and to share experi ences, ideas, and

2 EVENT OVERVIEW Each year, CFA Institute member society leaders in the EMEA, Americas, and Asia-Pacific regions come together with CFA Institute staff to network and to share experi ences, ideas, and best practices for meeting the needs of their local members. This year, preparatory providers, continuing education-approved providers, and other companies that are interested in building relationships with CFA societies and reaching CFA charterholders, candidates, and members are invited to exhibit at the Society Leadership Conference. Your firm has the opportunity to gain brand awareness and recognition among leaders of national investment management associations and key decision makers, and to send the message to CFA Institute member society leaders that your firm is available for support in the form of sponsorship, speaker contribution, or other services in their cities, countries, or regions. About CFA Institute CFA Institute is the global community of 141,000 investment management professionals working to build an industry in which investors interests come first, financial markets function at their best, and economies grow. We are driven by the belief that lasting economic growth depends on trust, competence, and transparency in financial markets, and we know that it must be led by professionals who are ethically centered and professionally trained. In short, we are here to lead, support, and connect all who want to create a better investment profession. We offer a world-class suite of educational offerings to employers, students, working professionals, and regulators who are shaping the future of finance. Through our formal educational programs, professional development courses, and global network of university partners, we aim to deepen financial expertise for the benefit of investors worldwide. Top employers of CFA Institute members globally: Bank of America Merrill Lynch BlackRock Citigroup Credit Suisse HSBC JPMorgan Chase Morgan Stanley Royal Bank of Canada UBS Wells Fargo

3 CFA SOCIETIES CFA Institute has 147 member societies in 73 countries and regions and more than 141,000 members in 14 countries and regions. EUROPE, MIDDLE EAST, AND AFRICA Austria Denmark Greece Lebanon Norway Saudi Arabia Turkey Bahrain East Africa Hungary Liechtenstein Poland Slovenia Ukraine Belgium Egypt Ireland Luxembourg Portugal South Africa United Arab Emirates Bulgaria Finland Italy Mauritius Qatar Spain Cyprus France Jordan Netherlands Romania Sweden United Kingdom Czech Republic Germany Kuwait Nigeria Russia Switzerland AMERICAS Alabama Buffalo Edmonton Maine New York Québec Stamford Argentina and Uruguay Calgary Hartford Memphis North Carolina Rochester Tampa Bay Cayman Islands Hawaii Mexico Okanagan Sacramento Toronto Arkansas Chicago Houston Miami Oklahoma Salt Lake City Trinidad and Tobago Atlanta Chile Idaho Milwaukee Orange County San Antonio Atlantic Canada Cincinnati Indianapolis Minnesota Orlando San Diego Tucson Austin Cleveland Iowa Mississippi Ottawa San Francisco Vancouver Bahamas Colorado Jacksonville Montréal Peru Saskatchewan Vermont Baltimore Columbus Kansas City Naples Philadelphia Seattle Victoria Barbados Dallas/Fort Worth Los Angeles Nashville Phoenix South Carolina Virginia Bermuda Dayton Louisiana Nebraska Pittsburgh South Florida Washington, DC Boston Detroit Louisville Nevada Portland Spokane West Michigan Brazil East Tennessee Madison New Mexico Providence St. Louis Winnipeg ASIA-PACIFIC Bangladesh Hong Kong Japan New Zealand Philippines Sri Lanka Thailand Beijing India Malaysia Pakistan Singapore Sydney China Indonesia Melbourne Perth South Korea Taiwan

4 SPONSORSHIP PROGRAM GALA RECEPTION AND DINNER SPONSORSHIP USD $3,00 1 Available The Gala Reception and Dinner Sponsorship, held at an offsite venue on the last evening of the conference, delivers significant brand exposure, visibly projecting your firm s support of and alignment with CFA Institute and its societies. The sponsor is promoted onsite through signage, branded table tents, and beverage napkins. OPENING EVENING RECEPTION AND DINNER SPONSORSHIP USD $3,000 1 Available The Opening Evening Reception and Dinner is held at the conclusion of the first day of programming. This sponsorship allows the supporting firm to make an impression on society leaders as they network. The sponsor is promoted onsite through signage, branded table tents, and beverage napkins. LUNCHEON AND BREAK SPONSORSHIP USD $2,00 2 Available 1 Complimentary Delegate Pass The Luncheon and Break Sponsorship provides your firm with the opportunity to indirectly engage a large audience and receive recognition during lunch and all refreshment breaks scheduled throughout the program. The sponsor is promoted through signage, branded table tents, and beverage napkins. EXHIBIT PROGRAM STANDARD EXHIBIT USD $4,000 6 Available Exhibitors can generate strong sales leads and raise their firm s profile among CFA Institute member society leaders through this opportunity to interact face-to-face with this influential group of decision makers. Display and demonstrate your firm s products and services directly to this diverse group of investment professionals. Morning and afternoon refreshment breaks will be served in the exhibit area.

SPONSORSHIP OPPORTUNITIES SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM EXHIBIT PROGRAM GALA RECEPTION AND DINNER OPENING EVENING RECEPTION AND DINNER LUNCHEON AND BREAK STANDARD EXHIBIT Price USD

5 SPONSORSHIP OPPORTUNITIES SPONSORSHIP OPPORTUNITIES SPONSORSHIP PROGRAM EXHIBIT PROGRAM GALA RECEPTION AND DINNER OPENING EVENING RECEPTION AND DINNER LUNCHEON AND BREAK STANDARD EXHIBIT Price USD $3,00 USD $3,000 USD $2,00 USD $4,000 Quantity Available DELIVERABLES Pre-event Digital recognition on the Society Center website One-time use of the pre-event mailing list Onsite Complimentary delegate passes Exclusive branding displayed during the Opening Evening Reception and Dinner on day one Exclusive branding displayed during the Gala Reception and Dinner on day two Exclusive branding displayed during the luncheon and breaks on day one or day two Brand recognition on the conference app Tabletop exhibit space* Recognition in society leaders onsite materials and housekeeping slides Advertising Insertions in CFA Institute Financial NewsBrief: Global Edition or Asia-Pacific Edition Print advertising in a CFA Institute member publication** 3 40% Discount 40% Discount 40% Discount 40% Discount * Exhibit selection order is determined by the chronological order in which reservation forms are submitted ** CFA Institute Magazine or Financial Analysts Journal

Introduction Research Teaching Cooperation Faculties. University of Oulu

Introduction Research Teaching Cooperation Faculties. University of Oulu University of Oulu Founded in 1958 faculties 1 000 students 2900 employees Total funding EUR 22 million Among the largest universities in Finland with an exceptionally wide scientific base Three universities